Tom Schrock works with individuals, families, and business owners to help them make informed financial decisions and navigate important planning opportunities. He believes strong client relationships are built through communication, responsiveness, and a commitment to putting clients first.
With experience in investment management, business planning, and estate planning strategies, Tom helps clients address complex financial needs with a practical, personalized approach. He is focused on serving as an advocate and resource throughout the planning process.
Areas of Focus
- Investment Management
- Business Planning
- Estate Planning Strategies
- Fiduciary Responsibility for Qualified Retirement Plans
Education
- Bachelor’s Degree in Finance and Economics, Miami University
- International Economics Studies, Miami University Luxembourg
- Master of Business Administration (MBA), Finance Concentration, Weatherhead School of Management, Case Western Reserve University
Outside the Office
Tom lives in Bay Village, Ohio, and enjoys spending time with his children, fishing, hiking, running, biking, and participating in sports and outdoor activities.